Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
Dell Technologies Inc. (DELL)
Market is closed
Sector: Electronic Computers
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jasper Ridge Partners Mark Wolfson And Jamie Alexander | 223,056 | $36,610,181 | +1% | 0.81% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 103,790 | $17,035,053 | -8% | 0.49% |
| 3. | Walleye Capital Will England | 54,745 | $8,985,297 | +33% | 0.04% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 32,994 | $5,415,255 | +23% | 0.04% |
| 5. | Levin Easterly Partners John Murphy | 29,576 | $4,860,139 | 0.37% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.83 | 613 | $22,576.79 | 1,380,440 | 2020-03-20 | Filing | |
| $36.09 | 44,586 | $1,609,108.74 | 1,379,827 | 2020-03-20 | Filing | |
| $35.20 | 100,894 | $3,551,468.80 | 1,335,241 | 2020-03-20 | Filing | |
| $34.36 | 24,165 | $830,309.40 | 1,234,347 | 2020-03-20 | Filing | |
| $33.26 | 191,573 | $6,371,717.98 | 1,210,182 | 2020-03-20 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.58 | 7,000 | $1,355,060.00 | 46,753 | 2026-04-16 | Filing | |
| $176.50 | 1,351 | $238,451.50 | 0 | 2026-04-16 | Filing | |
| $176.50 | 2,996 | $528,794.00 | 0 | 2026-04-16 | Filing | |
| $176.50 | 80,077 | $14,133,590.50 | 66,885 | 2026-04-16 | Filing | |
| $176.50 | 155,479 | $27,442,043.50 | 106,790 | 2026-04-16 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,436,711 | $3,190,147,376 | 0.08% | |
| 2. | 8,015,513 | $1,315,586,149 | 0.07% | |
| 3. | 3,212,485 | $527,265,162 | 0.08% | |
| 4. | 3,174,889 | $521,094,532 | 0.17% | |
| 5. | 2,230,502 | $366,092,291 | 0.08% |
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